Compare · 3 funds side by side · dividends reinvested

PIPE, IFRA and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

PIPE, IFRA and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco SteelPath MLP & Energy Infrastructure ETFThematic · Infrastructure0.75%4.03%+23.7%+29.9%[…][…]−9.1%17.0%$65M1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.9

iShares U.S. Infrastructure ETFThematic · Infrastructure0.30%1.75%+11.5%+12.3%+20.7%+12.2%−13.7%15.1%$4.0B2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PIPE 2025 · IFRA 2018 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco SteelPath MLP & Energy Infrastructure ETF · $65M[…]

PIPE

IFRA

iShares U.S. Infrastructure ETF · $4.0B$17,812

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

PIPEMeasureIFRA

+23.7%Year to dateJan 1 → Nov 4+11.5%

+29.9%1 yearTotal return+12.3%

[…]3 years · per year$10,000 became […] · $17,580+20.7%

[…]5 years · per year$10,000 became […] · $17,812+12.2%

0.75%Expense ratio$75 · $30 a year on $10k · lower is better0.30%

4.03%Trailing 12-mo yield$403 · $175 a year on $10k1.75%

−9.1%Worst dropSmaller is better−13.7%

17.0%VolatilityLower is calmer15.1%

PIPEIFRA Winner of the row, in its colourEach row: the bigger of the two fills its side

4–2PIPE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PIPE vs IFRA: Top 5 Holdings

Today

PIPE

33.0%in top 5

IFRA

in top 518.8%

PIPEStockIFRA

8.9%TRGPnot top 5

6.7%PAGPnot top 5

6.3%WMBnot top 5

5.7%TRPnot top 5

5.5%LNGnot top 5

not top 5UNP4.2%

not top 5NEE4.1%

not top 5PWR3.8%

not top 5CSX3.6%

not top 5CAT3.1%

Held in common8.5%

End-of-day Nov 4, 2026 · share of each fund

PIPE vs IFRA Returns, Every Period

InvescoPIPE

+29.9%

past year

IFRAiShares

+12.3%

past year

PIPEIFRAFaded: behind in that period

2–0PIPE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PIPE vs IFRA

YTD

InvescoPIPE

+23.7%

IFRAiShares

+11.5%

+23.7%Year to date+11.5%

−9.1%Worst drop · 1Y−13.7%

17.0%Volatility · 1Y15.1%

4.0%Yield1.8%

$65.0MAssets$4.0B

3–1PIPE wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PIPE, IFRA, SMH

Today

0.30%lowest, IFRA

FundExpense ratioFee$10k

IFRA0.30%$30

SMH0.35%$35

PIPE0.75%$75

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PIPE, IFRA, SMH

4.03%highest, PIPE

FundTrailing yieldYield$10k

PIPE4.03%$403

IFRA1.75%$175

SMH0.22%$22

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$328most kept, PIPE

PIPE$403 − $75 = $328

IFRA$175 − $30 = $145

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PIPE, IFRA, SMH

Today

8.5%most shared, PIPE and IFRA

PIPEIFRASMH

PIPE—8.5%0.0%

IFRA8.5%—0.0%

SMH0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

IFRAWorst drop−13.7%15.1% vol

PIPEWorst drop−9.1%17.0% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PIPESMH

+23.7%Year to date+40.0%

4.0%Yield0.2%

+29.9%Past year+38.2%

0.75%Fee0.35%

3–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026